Farrall Wealth

Farrall Wealth

Financial Services Valparaiso, Indiana, United States 8 employees ABOVE
Employees
8
Contacts
4
Emails
4
Phones
4

Farrall Wealth Overview

Headquarters
Valparaiso, Indiana, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
8
Founded
2010
Stock Symbol
ABOVE
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Farrall Wealth

Farrall Wealth is an independently owned, boutique wealth management firm supported by LPL Financial. At Farrall Wealth, our mission is to be the stewards of your irreplaceable capital. We understand that your wealth is not our client, you are. We offer professional resources and expertise for developing client strategies based on thorough, objective research and analysis. Farrall Wealth takes a tailored approach to wealth management, providing clients with a system that strongly emphasizes holistic investment discussion. The four-phase plan, known as the Farrall Wealth Management System, walks clients along a path that seeks to grow, protect, preserve, and distribute their wealth. To learn more about Farrall Wealth, visit https://www.farrallwealth.com/ -- Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Farrall Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
4
100.0% coverage

Farrall Wealth Org Chart

Sample employees and titles
Name Title Contact
Joshua Kozel Branch Operations Manager at Farrall
Email Phone
Myron Oppenheimer Associate at Farrall Wealth
Email Phone
John Farrall, Cfa Chief Investment Officer
Email Phone
Greg Farrall, Aif®cpfa®cws®ppc® Ceo/owner of Farrall Wealth a Virtual
Email Phone

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Operations 1 1 1

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